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Click to view and hide important tax deadlines for this yearBelow is a list of deadlines to be followed for submission of your UK, US, and Canadian tax return data to Trowbridge. These are client deadlines for submission of tax packages. For a list of TAX RETURN Deadlines, please refer to our IMPORTANT DATES page.
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Welcome to the Trowbridge Global Tax Step-By-Step Guide to Tax Preparation
We have included on this page a useful step by step guide to tax preparation for our clients.
All of the steps, checklists and forms you will find below are general in nature and are intended to assist you in assembling your tax information for us.
Following the below should allow you to submit to us a more complete tax package for reliable and accurate tax preparation and after submission should allow you to sit back and relax while we work to ensure your returns are complete and compliant.
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Click to view and hide important tax deadlines for this yearBelow is a list of deadlines to be followed for submission of your UK, US, and Canadian tax return data to Trowbridge. These are client deadlines for submission of tax packages. For a list of TAX RETURN Deadlines, please refer to our IMPORTANT DATES page.
-
What is an FAQ section?An FAQ section can be used to quickly answer common questions about you or your business, such as “Where do you ship to?”, “What are your opening hours?” or “How can I book a service?” It’s a great way to help people navigate your site and can even boost your site’s SEO.
TAX SEASON - Step-by-Step
Please note we cannot commence preparation of your tax returns if we have not received all of the items from Steps 1 through 3 below.
STEP 1 DOWNLOADS
Save all documents to your local drive, complete your information, then upload to the Portal.
Step 1 Checklist
Please ensure you have provided us with a signed Engagement Letter and payment of retainer, without these items we cannot begin preparation of your return.
Step 1 Checklist is required in order for you to provide us with your personal information updated with any changes for the 2023 tax year (marital status, mailing address, dependant status).
UPLOAD complete files to us through our secure client portal. (Only compatible with Chrome & Edge)
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ADDITIONAL DOCUMENTS (if applicable)
Save below documents to your local drive, complete your information, then upload to the Portal.
ADDITIONAL DOCUMENTS (if applicable)
Under Step 2 Downloads, you will find the following worksheets as referenced in Step 1 and Step 2 Checklists:
US Foreign Bank Reporting (2023 FBAR Worksheet) – For US Residents and Citizens.
Upload your tax documents, tax data appendices, and supporting information to our client portal. Kindly upload documents in PDF, JPEG, PNG, TIFF, Word, or Excel format only.
Please advise us either in your submission documents uploaded to the portal or via email to Client Support of currently missing documents and their expected date of receipt.
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CLIENT PORTAL LINK
The security of your tax information and personal data is VERY important to us and therefore we exchange all tax documents with clients through our client portal.
Having issues? Please contact clientsupport@trowbridgeglobal.uk
Your tax return is now in preparation by our firm.
Should you have additional information arrive AFTER you submit your tax package, please ensure you notify your tax advisor or Client Support and upload your additional details to the Client Portal.
Please refer to our list of IMPORTANT TAX DATES.
Any questions or missing items that are obvious to our team will be requested through email.
Your tax returns will be delivered to you through the portal and you will receive a “Delivery Email” from our Client Support Team with details.
Once your tax returns are delivered to you, please ensure you download a copy for your records.
Please follow the instructions provided in the delivery email within 5 days of delivery.
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Signatures
If it is possible for your returns to be signed by digital signature you will be able to digitally sign your documents.
Payment of your Invoice
Payment of your invoice can be made HERE
*note that we cannot submit your tax returns to the tax authorities prior to the full payment of your invoice
E-filing or Trowbridge Global Tax Submission of Returns on Your Behalf
If we are submitting your tax returns for you (electronically or through mailing), our team will provide confirmation of submission to you.
Mailing of Returns by you
Please provide us with a copy of your proof of mailing (we recommend you always use a form of tracked or registered mail)
